Tiffany Soricelli
Tiffany Soricelli is a registered investment advisor at Godfrey Financial Associates, INC., based in Burnt Hills, NY, with 9 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 209 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower based on various factors. Similarly situated clients could pay different fees.
Fee Estimator
Location
819 Saratoga Road, Burnt Hills, NY, 12027
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tiffany owns Virtuoso Advising for Artists, a career coaching business for creatives, dedicating a few hours per week. She is also the CEO of TSC Business Ventures, a real estate venture generating passive income, spending minimal time on it.
Employment History
Current Registrations
Godfrey Financial Associates, INC.
Previous Registrations
Virtuoso Asset Management LLC
Marshall & Sterling Wealth Advisors, INC.
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.